Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

  • $309 Million
  • Q4 2025

Crown Wealth Group, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $309 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $46.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $39.1M, Innovator Etfs Tr with a value of $31.3M, Vanguard Growth ETF with a value of $12.2M, and Microsoft Corp with a value of $11.7M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $294M to 309M.

Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $309 Million
ETFs: $185 Million
Technology: $38.3 Million
Communication Services: $14.6 Million
Financial Services: $14.6 Million
Consumer Cyclical: $11.1 Million
Healthcare: $5.94 Million
Industrials: $2.87 Million
Consumer Defensive: $2.67 Million
Other: $2.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$11.7 Million 3.77% of portfolio
23,021
Q4 2025 Added 1.38%
$465B
$8.63 Million 2.79% of portfolio
46,262
Q4 2025 Added 6.52%
$4.3T
$8.51 Million 2.75% of portfolio
31,829
Q4 2025 Added 8.21%
$1.65T
$5.48 Million 1.77% of portfolio
19,823
Q4 2025 Added 3.05%
$2.39T
$5.45 Million 1.76% of portfolio
23,204
Q4 2025 Added 8.0%
$662B
$3.94 Million 1.27% of portfolio
7,735
Q4 2025 Added 6.43%
$971B
$3.34 Million 1.08% of portfolio
3,265
Q4 2025 Added 5.97%
$485M
$2.62 Million 0.85% of portfolio
132,000
Q4 2025 Reduced 6.05%
$1.74T
$2.47 Million 0.8% of portfolio
8,660
Q4 2025 Added 5.12%
$123B
$2.42 Million 0.78% of portfolio
3,800
Q4 2024 Reduced 5.0%
$1.37T
$2.33 Million 0.75% of portfolio
3,831
Q4 2025 Added 0.6%
$139B
$2.19 Million 0.71% of portfolio
6,400
Q4 2025 Added 7.74%
$1.29T
$1.97 Million 0.64% of portfolio
4,828
Q4 2025 Added 9.11%
$49.1B
$1.73 Million 0.56% of portfolio
15,646
Q4 2025 Added 938.91%
$169B
$1.7 Million 0.55% of portfolio
2,039
Q4 2025 Added 398.53%
$881B
$1.61 Million 0.52% of portfolio
5,360
Q4 2025 Added 10.02%
$4.9B
$1.2 Million 0.39% of portfolio
33,031
Q2 2025 New
$279B
$1.17 Million 0.38% of portfolio
11,363
Q4 2025 Added 14.56%
$533B
$1.13 Million 0.36% of portfolio
3,468
Q4 2025 Reduced 2.12%
$0
$1.12 Million 0.36% of portfolio
36,011
Q4 2025 Added 21.01%
$317B
$1.1 Million 0.35% of portfolio
13,146
Q4 2025 Added 44.56%
$404B
$1.05 Million 0.34% of portfolio
1,148
Q4 2025 Reduced 6.67%
$115B
$868,000 0.28% of portfolio
1,615
Q4 2025 Added 6.74%
$490B
$674,000 0.22% of portfolio
5,731
Q4 2025 Reduced 4.47%
$342B
$692,000 0.22% of portfolio
3,978
Q4 2025 Added 8.39%
$237B
$636,000 0.21% of portfolio
2,686
Q4 2025 Added 1.4%
$61.4B
$599,000 0.19% of portfolio
2,919
Q4 2025 Reduced 5.63%
$414B
$570,000 0.18% of portfolio
2,440
Q4 2025 Added 12.81%
$291B
$564,000 0.18% of portfolio
1,022
Q4 2025 Added 7.13%
$593B
$503,000 0.16% of portfolio
2,289
Q4 2025 Reduced 8.0%
$522B
$497,000 0.16% of portfolio
2,493
Q4 2025 Added 20.55%
$367B
$465,000 0.15% of portfolio
1,300
Q4 2025 Reduced 13.56%
$235B
$432,000 0.14% of portfolio
4,659
Q4 2025 Added 8.27%
$303B
$429,000 0.14% of portfolio
2,774
Q4 2025 Added 15.01%
$319B
$448,000 0.14% of portfolio
5,764
Q4 2025 Added 9.71%
$0
$439,000 0.14% of portfolio
11,278
Q4 2025 Added 3.23%
$512B
$413,000 0.13% of portfolio
771
Q4 2025 Reduced 8.21%
$413B
$400,000 0.13% of portfolio
7,781
Q4 2025 Added 10.82%
$183B
$335,000 0.11% of portfolio
981
Q4 2025 Added 7.8%
$258B
$328,000 0.11% of portfolio
1,870
Q4 2025 Added 11.58%
$73.2B
$312,000 0.1% of portfolio
81
Q3 2025 New
$328B
$319,000 0.1% of portfolio
1,064
Q4 2025 Added 6.4%
$228B
$289,000 0.09% of portfolio
2,225
Q4 2025 Reduced 0.36%
$86.1B
$272,000 0.09% of portfolio
821
Q4 2025 Reduced 2.61%
$2.84B
$265,000 0.09% of portfolio
23,258
Q4 2025 Added 15.44%
$140B
$281,000 0.09% of portfolio
1,253
Q4 2025 Added 13.5%
$388B
$269,000 0.09% of portfolio
1,120
Q4 2025 New
$140B
$286,000 0.09% of portfolio
813
Q4 2025 Added 2.65%
$26.6B
$279,000 0.09% of portfolio
3,061
Q4 2025 Reduced 19.21%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $309 Million
  • Prior Value $294 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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